Institutional Ownership Citigroup Inc (C)
This table provides information about the institutional ownership of Citigroup Inc (C). We have compiled data on the 2,407 institutions that hold shares in the stock, with a total of 1.42 Billion shares, which have been reported (via 13F filing form) to have a value of $136 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bay Colony Advisory Group, Inc D
|
Aug 04, 2025 Q2 2025 |
7,788
shares
|
$745,623
0.1% of portfolio
|
Q2 2025
Added 70.49%
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
7,741
shares
|
$741,123
0.06% of portfolio
|
Q2 2023
Reduced 10.32%
|
|
|
Investors Asset Management Of Georgia Inc
|
Jul 22, 2025 Q2 2025 |
7,725
shares
|
$739,591
0.31% of portfolio
|
Q1 2025
Reduced 0.32%
|
|
|
One Wealth Advisors, LLC
San Francisco, CA |
Jul 17, 2025 Q2 2025 |
7,716
shares
|
$738,729
0.1% of portfolio
|
Q2 2025
Added 19.52%
|
|
|
Kera Capital Partners, Inc.
Sacramento, CA |
Jul 01, 2025 Q2 2025 |
7,713
shares
|
$738,442
0.14% of portfolio
|
Q2 2025
Added 110.45%
|
|
|
Sym Financial Corp
|
Aug 01, 2025 Q2 2025 |
7,710
shares
|
$738,155
0.07% of portfolio
|
Q2 2025
Reduced 6.44%
|
|
|
Quotient Wealth Partners, LLC
Houston, TX |
Jul 29, 2025 Q2 2025 |
7,670
shares
|
$734,325
0.02% of portfolio
|
Q2 2025
Added 30.91%
|
|
|
Hickory Point Bank & Trust
Decatur, IL |
Jul 08, 2025 Q2 2025 |
7,658
shares
|
$733,176
0.53% of portfolio
|
Q1 2025
Reduced 8.17%
|
|
|
Tilt Investment Management Holdings, Pbc
New York, NY |
Jan 31, 2024 Q4 2023 |
7,652
shares
|
$732,602
0.43% of portfolio
|
Q4 2023
Reduced 24.99%
|
|
|
Sea Bridge Investment Advisors LLC
|
Jul 16, 2025 Q2 2025 |
7,620
shares
|
$729,538
0.12% of portfolio
|
Q2 2025
Reduced 20.18%
|
|
|
Proathlete Wealth Management LLC
Boca Raton, FL |
Jul 14, 2025 Q2 2025 |
7,619
shares
|
$729,443
0.21% of portfolio
|
Q2 2025
Added 0.57%
|
|
|
Jeppson Wealth Management, LLC
|
Jul 15, 2025 Q2 2025 |
7,599
shares
|
$727,528
0.22% of portfolio
|
Q2 2025
Added 21.84%
|
|
|
Delta Asset Management LLC
Memphis, TN |
Aug 11, 2025 Q2 2025 |
7,548
shares
|
$722,645
0.06% of portfolio
|
Q4 2022
Reduced 3.01%
|
|
|
Fortis Advisors, LLC
King Of Prussia, PA |
Jul 23, 2025 Q2 2025 |
7,520
shares
|
$719,964
0.49% of portfolio
|
Q2 2025
Reduced 6.56%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Jul 09, 2025 Q2 2025 |
7,500
shares
|
$718,050
0.03% of portfolio
|
Q2 2025
Reduced 33.19%
|
|
|
Acorn Financial Advisory Services Inc
|
Jul 28, 2025 Q2 2025 |
7,447
shares
|
$712,975
0.13% of portfolio
|
Q2 2025
Reduced 4.59%
|
|
|
Trinity Point Wealth, LLC
|
Feb 14, 2025 Q4 2024 |
7,397
shares
|
$708,188
0.08% of portfolio
|
Q4 2024
Added 1.5%
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Aug 13, 2025 Q2 2025 |
7,378
shares
|
$706,369
0.09% of portfolio
|
Q2 2025
Added 7.16%
|
|
|
Wealth Plan Investment Management, LLC
Omaha, NE |
Jul 28, 2025 Q2 2025 |
7,368
shares
|
$705,412
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Principal Street Partners, LLC
Memphis, TN |
Aug 14, 2025 Q2 2025 |
7,367
shares
|
$705,316
0.06% of portfolio
|
Q2 2025
Added 52.18%
|
|
|
Childress Capital Advisors, LLC
Houston, TX |
Jul 18, 2025 Q2 2025 |
7,366
shares
|
$705,220
0.16% of portfolio
|
Q2 2025
Added 7.11%
|
|
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
Jul 16, 2025 Q2 2025 |
7,354
shares
|
$704,071
0.17% of portfolio
|
Q2 2025
Added 2.08%
|
|
|
Aprio Wealth Management, LLC
|
Aug 14, 2025 Q2 2025 |
7,334
shares
|
$702,157
0.08% of portfolio
|
Q2 2025
Reduced 1.04%
|
|
|
Cva Family Office, LLC
|
Jul 31, 2025 Q2 2025 |
7,332
shares
|
$701,965
0.09% of portfolio
|
Q2 2025
Added 0.1%
|
|
|
Imprint Wealth LLC
Mount Pleasant, SC |
May 10, 2024 Q1 2024 |
7,306
shares
|
$699,476
0.11% of portfolio
|
Q1 2024
Added 21.56%
|